Update and Discussion On Plans and Policies Influencing the Use of JPB
Property
Board of Directors March 7, 2019
Agenda Item 3
Overview • Background and context on use of JPB property • Update on four interrelated planning and policy
efforts to guide future use of JPB property • Discuss TOD policy content, solicit feedback from
Board about goals, scope of TOD activities, and key trade-offs
• Recommended next steps
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Background and Context on Use of JPB Property
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Why Do We Need Four Efforts to Guide Future Use of JPB Property?
Caltrain’s property holdings are unique • Old system that started serving Peninsula in 1863 • Caltrain has a dynamic corridor • Public agency purchased an existing system
- ROW purchased by JPB in 1991 - In 1980s, Southern Pacific already separated
development parcels from ROW for Catellus » Example: Catellus retained underlying fee in SF Yard
- The amount of property purchased by the JPB was whittled down to correspond to available funds
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Why Do We Need Four Efforts to Guide Future Use of JPB Property?
Caltrain’s property holdings are unique • Stations were granted to the JPB by State in 1995 • The JPB’s property holdings are more limited than
other transit agencies, such as BART, which was built starting in the 1970s and through early 2000s. - BART’s focus on car parking allowed them to purchase
substantially more land around stations
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Example of Millbrae Station: BART and Caltrain Station Property Holdings
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Current Use of JPB Property • Use of JPB property is principally dedicated to
serving the agency’s mission as a rail service provider
• “Railroad Uses” – use of property to support delivery of rail service - Infrastructure, equipment, and facilities
necessary for delivering rail service, such as tracks, stations, access facilities, grade separations, signals, etc.
- Railroad uses are not static: the railroad is continuing to grow and the extent of its future capital and land needs are not yet fully known
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Current Use of JPB Property • “Non-railroad uses” – ancillary uses of property that
do not directly support delivery of rail service, but could provide source of revenue
• Two categories of non-railroad uses: - Public-serving uses proposed by third parties,
such as utilities, streets, etc. - Commercial uses proposed by third parties,
such as car sales lots, parking, storage, etc. as well as TOD projects
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Current Use of JPB Property • Non-railroad uses allowed on JPB property only if
compatible with current and potential future agency needs and railroad uses of the property - Generally, leases required to be terminated
if/when the property is needed for railroad uses • Tension between preserving land for potential
future railroad use and using land for longer-term non-railroad uses - One TOD project (Hayward Park) pursued after
determination that it would not preclude future railroad uses
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Future Use of JPB Property • Many changes coming to Caltrain corridor in the
future, which will affect future rail service and future use of JPB property: - Electrification of corridor - Expanded fleet and maintenance needs - Potential grade separation projects - Blended service with High Speed Rail - Other potential Caltrain infrastructure projects
related to Business Plan Implementation
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Typical Station: Example of Balancing Tradeoffs with Future Use of JPB Property
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Update on Planning and Policy Efforts to Inform and Guide
Use of JPB Property
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Purpose of the Four Efforts • Provide a cohesive and “living” framework of policy
direction and decision-making tools related to the use of JPB property assets
• All four efforts work together with one another • The four policy and planning analyses include:
- Caltrain Business Plan - Rail Corridor Use Policy - Station Management Toolbox - Transit-Oriented Development Policy
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Caltrain Business Plan
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Use of JPB Property Assets Purpose of and relationships between the four efforts (see handout)
Station Management Toolbox (Toolbox)
Transit-Oriented Development Policy (TOD Policy)
Rail Corridor Use Policy (RCUP)
Caltrain Business Plan • “How should Caltrain grow?” • Key outcomes:
- Long-range vision for Caltrain’s rail service, including: • Train service patterns • Conceptual infrastructure needs • Costs and outcomes of service delivery
- Business case and strategy - Implementation plan
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Rail Corridor Use Policy (RCUP) • “How could the JPB’s land be used and who could
use it?” • “What property could be available for non-railroad
uses, such as TOD projects?” • Key outcomes:
- Map and inventory of JPB real estate assets and potential capital projects
- Policy document to guide review process for proposed uses on JPB property
- Methodology to balance railroad needs with potential revenue opportunities
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Station Management Toolbox • “What are potential outcomes and tradeoffs
associated with development and access improvements at stations?” - Example: evaluating effects of a TOD project on
a current Caltrain station parking lot • Key outcomes:
- Performance goals and metrics for stations - Data-driven tool to test and evaluate access and
development options at stations - Quantitative analysis to support decision-making
and managing of stations 17
Transit-Oriented Development Policy (TOD Policy)
• “How should the JPB develop land that is available for non-railroad uses?”
• Key outcomes: - Goals for TOD on JPB property - Refined list of potential opportunity sites for TOD
projects - Business objectives associated with joint
development - Policies for engaging with local planning efforts
and promoting TOD in station areas
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Relationships between the Efforts
• Business Plan: - Capital infrastructure requirements for the
Business Plan’s service vision will be incorporated into the RCUP
- The Business Plan will help define roles of value capture and joint development in Caltrain’s business model, which will inform the TOD Policy’s approach
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Relationships between the Efforts
• Rail Corridor Use Policy: - Data from the RCUP will inform TOD Policy
development, including inventory of potential opportunity sites
- Data, including potential opportunity sites, from the RCUP will be incorporated into the Toolbox
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Relationships between the Efforts
• Station Management Toolbox: - Toolbox analysis will inform development of the
TOD Policy, including tradeoff analysis (parking vs. TOD, balance of access improvements, etc.)
- Toolbox performance can inform the Business Plan’s implementation plan
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Relationships between the Efforts
• TOD Policy: - The TOD Policy will provide policy guidance to
inform how Caltrain implements and adapts its Business Plan over time
- The TOD Policy’s goals and policies will inform future Toolbox performance measures and targets
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What’s Next for these Efforts • The RCUP, Toolbox, and TOD Policy are being
closely coordinated with the Business Plan process - Work is underway and will continue - Anticipated completion by end of 2019 - Timing and finalization of these three efforts
may adjust to ensure they are synchronized with the Business Plan
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Discussion about Issues Related to the Use of JPB
Property and TOD
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Discussion of Purpose and Goals
- Staff has develop a draft statement of purpose for the TOD Policy as well as a series of proposed Overarching Goals
- Staff seeks Board guidance and input on the purpose and goals
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Discussion: Purpose of the TOD Policy
• Express Agency’s goals and business objectives for joint development on its property
• Outline process and requirements for property disposition
• Identify Agency’s role(s) in promoting TOD in station areas
• Describe other objectives and roles for Agency in encouraging TOD along Caltrain corridor
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Discussion: Potential Overarching TOD Goals
• Promote transit ridership
• Enhance financial sustainability of the Agency
• Provide affordable housing and other community benefits
• Collaborate with partners to encourage TOD and sustainable land use patterns
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Discussion: Policy Areas
• Staff suggests each of the goals be organized across three areas: - Joint development projects on Agency Land - Station areas, outside of Agency Land - Beyond
• The next slide provides an example of how specific policy objectives may be developed across each of these three areas the goal of “Promote Transit Ridership”
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Goal: Promote Transit Ridership
Joint Development • Maximize density on Agency-owned properties • Include transit-supportive uses • Limit parking for private development and encourage
walking, biking and other modes Station Areas • Advocate for transit-supportive uses and higher densities • Support access improvements • Coordinate with local property owners on TDM programs Beyond • Advocate for State policies to support transit, TOD and
increased densities
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Recommended Next Steps
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Recommended Next Steps • Continue to advance RCUP, Toolbox, and TOD
Policy in close coordination with Business Plan process and findings - TOD Policy to develop guidelines for disposition process
and business terms based on Board input • RCUP, Toolbox, and TOD Policy progress update
and opportunity for additional feedback in spring 2019
• All four efforts on track for completion by end of 2019
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